Pranavi Agarwal

As an analyst at Skift Research, Pranavi produces deep-dive reports on key topics in the travel industry by analyzing financial data and interviewing senior executives in the industry. She focuses mainly on the hotel and OTA (Online Travel Agency) sectors.

Prior to joining Skift, Pranavi was a Senior Associate/AVP at Bernstein, a sell-side equity research firm, where she covered the travel sector (analyzing companies such as Airbnb, Booking, Hilton and Marriott, amongst others). She has a BSc degree in Physics from Imperial College London.

Experiences

Google: Friend or Foe in the Tours and Activities Industry?

Google’s Things To Do tool has been met with both trepidation and excitement. In the tours and activities space, unlike other travel verticals, we expect that Google will benefit the online intermediaries, giving prominence to online travel agencies.
Experiences

Lucrative Opportunities in Tours, Activities and Experiences: New Skift Research

The tours, activities & experiences market is a lucrative and under-explored opportunity in the travel industry. Its high fragmentation, influx of small suppliers, and rapid shift from offline to online makes it a goldmine for online intermediaries to gain market share from traditional offline players
Hotels

Marriott Vs. Hilton: A Battle of Net Unit Growth

Marriott's scale and skew to slower growing segments has meant it has lagged behind its closest competitor Hilton on net unit growth for many years. Whilst its exposure to luxury historically disadvantaged growth, renewed interest in the development of luxury hotels post Covid will likely aid Marriott in bridging the unit growth gap with Hilton.
Hotels

A Comparison of Marriott and Hilton in 20 Key Charts: New Skift Research

Marriott and Hilton are similar in many ways, with both brands carrying the names of their founding families, both being asset-light players and both largely based in the U.S. This concise 20 chart fact-book compares their key performance indicators – the differences can be meaningful in explaining future stock price performance.